+83.8%
ABR price history and return analytics
+222.7%
-138.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.1% |
| 7D | -4.7% | -0.1% | -4.5% | -4.5% |
| 30D | -5.1% | -0.7% | -4.5% | -4.4% |
| 3M | -4.3% | +4.0% | -8.2% | -8.7% |
| 6M | -36.2% | +12.3% | -48.4% | -44.1% |
| YTD | -30.1% | +14.0% | -44.1% | -40.0% |
| 1Y | -52.6% | +20.3% | -72.9% | -61.7% |
| 3Y | -55.0% | +75.4% | -130.4% | -76.3% |
| 5Y | -51.9% | +66.0% | -117.9% | -73.0% |
| 10Y | +83.8% | +228.2% | -144.4% | -42.2% |
| All | +83.8% | +222.7% | -138.9% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling